Prospects to Payments

The modern customisable and integratable CRM

  • Great size and price for SME market
  • Full featured 'prospects to payments'
  • Built to order - Customisations on demand by a local company
  • ‘Wizards’ for complex workflow – your users will love it
  • Integrates to a wide range of custom and off-the-shelf software including Xero™

Highlight Features of Cosine CRM

  • Core modules – Accounts/Contacts, Opportunities, Quotes, Invoices, Projects, Expenses, Payments
  • Built on the Open Source cmfive Framework – enjoy the advantages of an extensible architecture – protect your software investment for years to come
  • Responsive – works on the widest possible range of mobile devices (includes wide-table handling)
  • Browser-delivered and Cloud or on-premises hosted
  • All key data API-Accessible
  • Integrates with Xero, Saasu, Artifax, Civica Authority
  • Generic forms and custom fields
  • Plethora of navigation and convenience features – wizards, breadcrumbs, full text search and tags
  • Full suite templating – Reports, Emails, Invoice, Quotes
  • No more nagging of staff to complete timesheets - the in-built task timer logs job completion direct to CRM ready to invoice

Case Study

Cosine CRM at IN telephony

Meeting IN telephony’s needs

  • Modern CRM capabilities for a remote workforce with comprehensive work completion tracking
  • Integration with Quickbooks
  • Rapid customisation and feature implementation
  • Reliable trusted software vendor within Australia who understood the pressures of running a high pressure regional services business

Cosine CRM made the business work better

  • No more chasing timesheets at the end of the week – all timelogs are completed ‘in situ’
  • Invoice generation reduced to a small number of clicks thanks to the Invoice Wizard
  • Convenient and easily tailored reports
  • Emailed Status notifications and auto-scheduled performance reports significantly increasing business efficiency
  • On-call support during Australian Business hours with friendly staff familiar with IN telephony’s specific needs

"Since implementing our new CRM we've had a significant uptick in our service KPIS to our clients. It's improved all aspects of our service delivery and is integral to the success of our IT business."

-Angus Beath
Operations Manager
IN telephony